LONGBOARD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADI | 881 | $216.46K |
 | AXP | 858 | $284.99K |
 | WWD | 830 | $209.75K |
 | GD | 799 | $272.46K |
 | CB | 794 | $224.11K |
 | VRSN | 789 | $220.58K |
 | HEI | 785 | $253.41K |
 | WTW | 782 | $270.14K |
 | ROK | 773 | $270.19K |
 | LH | 767 | $220.18K |
 | VMC | 743 | $228.56K |
 | WTS | 736 | $205.55K |
 | IDCC | 710 | $245.11K |
 | ZS | 671 | $201.07K |
 | RBC | 661 | $257.98K |
 | CDNS | 661 | $232.18K |
 | FFIV | 653 | $211.04K |
 | CASY | 583 | $329.58K |
 | ETN | 556 | $208.08K |
 | ROP | 554 | $276.27K |
Analog Devices, Inc.
ADI
Shares Held
881
Value
$216.46K
American Express Company
AXP
Shares Held
858
Value
$284.99K
Woodward, Inc.
WWD
Shares Held
830
Value
$209.75K
General Dynamics Corporation
GD
Shares Held
799
Value
$272.46K
Chubb Limited
CB
Shares Held
794
Value
$224.11K
VeriSign, Inc.
VRSN
Shares Held
789
Value
$220.58K
HEICO Corporation
HEI
Shares Held
785
Value
$253.41K
Willis Towers Watson Public Limited Company
WTW
Shares Held
782
Value
$270.14K
Rockwell Automation, Inc.
ROK
Shares Held
773
Value
$270.19K
Labcorp Holdings Inc.
LH
Shares Held
767
Value
$220.18K
Vulcan Materials Company
VMC
Shares Held
743
Value
$228.56K
Watts Water Technologies, Inc.
WTS
Shares Held
736
Value
$205.55K
InterDigital, Inc.
IDCC
Shares Held
710
Value
$245.11K
Zscaler, Inc.
ZS
Shares Held
671
Value
$201.07K
RBC Bearings Incorporated
RBC
Shares Held
661
Value
$257.98K
Cadence Design Systems, Inc.
CDNS
Shares Held
661
Value
$232.18K
F5, Inc.
FFIV
Shares Held
653
Value
$211.04K
Casey's General Stores, Inc.
CASY
Shares Held
583
Value
$329.58K
Eaton Corporation plc
ETN
Shares Held
556
Value
$208.08K
Roper Technologies, Inc.
ROP
Shares Held
554
Value
$276.27K